The Ultimate UX Guide for Designers and Organizations
This comprehensive UX guide provides helpful tips, insights, and resources for aspiring creatives, seasoned designers, and business leaders who want to understand how user experience design can strengthen their organization.
This comprehensive UX guide provides helpful tips, insights, and resources for aspiring creatives, seasoned designers, and business leaders who want to understand how user experience design can strengthen their organization.
Stewart is a UX designer who specializes in prototyping and web-app design. He has worked with clients such as The Clorox Company, CBRE, and Altium, and developed an award-winning design and prototyping workflow for industries including healthcare, education, and e-commerce.
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Design and Marketing DirectorPREVIOUSLY AT
User experience (UX) design experts have a deep understanding of design, technology, and human psychology: What makes a product great? What keeps customers coming back? What repels them?
UX design isn’t simply making digital products look nice. It’s not just about aesthetics. Rather, it’s a process of incrementally improving the intuitiveness of digital products. A well-executed UX design process, spearheaded by a seasoned UX professional, helps products deliver seamless and accessible user experiences.
Whether you’re considering a design career, are well-established in the field, or are a business leader who wants to understand how UX design can improve your organization, this comprehensive UX guide will clarify fundamental processes, techniques, and best practices.
What Is UX Design?
UX design is about creating frictionless experiences that help users do what they set out to do. Though visual design plays a definitive role in the process, UX design focuses more on developing a blueprint for a product’s experience, outlining its ecosystem, and validating its value. Designers apply empathy as they observe, analyze, and evaluate engagement with a digital product.
The UX process is based on user-centered design and design-thinking principles. Design thinking is the process of working in collaboration with customers, practicing structured brainstorming, and exploring possibilities for what “could be” to develop and iteratively test ideas with users. User-centered design focuses on users’ goals, environments, and expectations. UX design can be described as the application of user-centered design methodologies to the digital product design stack.
Using these methods and asking the right questions helps designers optimize experiences based on how users want, need, and expect to use digital products.
![A character forges their own footpath rather than walk on a paved path, illustrating that design doesn’t always meet the user’s expectations.](https://assets.toptal.io/images?url=https%3A%2F%2Fbs-uploads.toptal.io%2Fblackfish-uploads%2Fpublic-files%2F0330_UX-Guide-Process-Methods-and-Best-Practices_Internal-4-c107b403d1560e281022c4f3a147e1ee.png)
UX Design Process and Methods
The best UX designers are adept at stepping into others’ shoes, understanding what users’ needs are, and developing the journeys that will help them accomplish their goals. Moreover, skilled designers test whether systems are delivering value for their end users as intended.
The design process can vary based on the product and its objectives. Still, the steps below—which are rooted in design thinking—apply to most design projects, from building an app to redesigning a website.
With each step, I include methods UX designers use to create the best possible user experience. The process and tactics detailed aren’t exhaustive, but they’re a great place to start for any UX design project.
User Research: The Foundation of Good Design
Before embarking on any design project, you must understand who your users are, their goals, and the barriers to achieving those goals. A UX design engagement will often start by defining a problem. Conducting user research sheds light on problems and is an essential part of the design process. It enables you to avoid costly errors and to design products that are easy and enjoyable to use.
UX designers use a variety of UX research methods to develop an understanding of users’ needs, motivations, and challenges. For example, UX researchers may conduct one-on-one user interviews, ask users to complete online surveys, or observe users interacting with a product or their environment.
While these are some of the most common methods employed by UX designers, many more are available—and researchers and designers often use a combination of strategies to get the information they need. The key is to determine which methods to use when and to ensure that you base design decisions on data—not assumptions.
Even small design teams can—and should—conduct user research. They can employ research methods suitable for solo UX designers or get support from other team members by democratizing research.
The payoff for conducting thorough UX research? You’ll start the product development process with a concrete profile of the target user and valuable design priorities that will set the product up for success.
Analysis: Get to Know Users
With research insights in hand, designers synthesize information in a few ways.
User personas are fictional examples of potential end users. Designers create personas based on user research, gathering characteristics such as age, needs, and motivations. Teams across the company can then rely on these personas to inform their work and ensure that they consistently serve the organization’s target customer.
To delve further into the user perspective, designers can use empathy maps to illustrate users’ feelings toward a product. These maps usually include four quadrants: what the user persona says, thinks, does, and feels. Articulating details that relate to these four areas helps create a full picture of the user, their goals and obstacles, and their experience using products.
User personas may also be the actor in user scenarios, which illustrate why they use the product and the steps they take while using it—from the initial problem or goal to the ultimate resolution. And customer journey maps illustrate touch points within a scenario where an end user interacts with a digital system. These maps help identify usability issues across omnichannel experiences.
Design: The Product Takes Shape
The foundation of UX during product development is taxonomy—the process of organizing information into a hierarchy. The industry name for cataloging content and arranging it into a site map is information architecture, and it provides the framework for any digital product. Information architecture illustrates what content will live on a website or app and how it will be organized. It also provides a scope for the next step: creating wireframes.
Wireframes are like the blueprints for screens that comprise a product. They help developers create the basic structure for an application before addressing the visual design of UI components. Toward that end, it’s a good idea to leverage an overlooked but impactful tactic, UX sketching. Sketching enables designers to generate many ideas quickly before selecting the most promising solutions to develop further.
Finally, prototyping is an essential part of developing UX design ideas because it helps visualize how users will experience software before it is developed. With higher fidelity than wireframes, prototypes are interactive and can be tested with users. Prototyping tools include InVision, Adobe XD, and Figma.
Test: Gather Feedback and Insights
User testing prototypes validate the design concept, confirm that the product will meet users’ needs, and produce insights for iteration. Also known as usability testing, methods include A/B testing, eye tracking, heat maps, observations, and interviews.
A fundamental usability testing method: A facilitator gives participants tasks to complete, observes their experiences, and asks them questions. The facilitator gains valuable feedback about the product’s performance, such as whether the users can complete the request, how simple or challenging the task is, and what the participants think while they do it. UX designers then utilize feedback loops to make improvements. Analyzing quantified user data in parallel with qualitative insights gathered during focus groups helps designers identify barriers to user success.
Heuristic analysis, another evaluation technique, engages experts to determine whether or not the digital product is following established patterns and principles of interaction design. Essentially, these experts evaluate whether products work as users would expect them to. This analysis highlights common usability issues so designers can resolve problems before investing in a more extensive usability study.
Build and Iterate
After implementing user feedback uncovered during prototype testing, UI designers build the interface, and developers code the product. UI designers are responsible for bringing a brand’s identity into digital products and making the UI usable. Many designers have expertise in both UX and UI design, and the line between UX and UI may feel blurred. A simple way to consider the difference is to compare the process to building a house: UX design is like the frame, and UI is the finishings. UX designers often work with UI designers in a validation-driven role, testing whether UI aspects work for end users.
After a project is live, UX designers collect quantitative and qualitative data to understand user behavior and further improve the product through iteration.
UX Best Practices
Best practices can help you elevate the user experience from good to great. For example, prioritizing navigation enables users to find what they need. Employing consistent design patterns throughout a site or app helps users learn how to use the product. Interactive elements can signal state changes (like a button changing color when clicked). These methods and the four detailed below are just a sampling of the UX design best practices you can apply in your work.
Establish a Clear Visual Hierarchy
How you arrange content on the screen determines how users will process information. Effective visual hierarchy directs users toward the most significant actions or content they need to complete their goals. The order you create can facilitate a seamless experience—or cause confusion and frustration. Defining brand objectives and ranking the importance of elements help designers prioritize and amplify information.
Equally important is what content you choose to include. As you work, consider the principles of minimalist design—an approach focused on eliminating unnecessary content, thus emphasizing what remains. What does the user really need on the page? What might overload them with too many options?
Prioritize Accessibility
It’s better for users and businesses when digital products are accessible to all who want to engage with them. That’s why accessible and inclusive design should be baked into the design process, from research through testing.
Designers can familiarize themselves with tips for designing for accessibility and follow WCAG guidelines, a standard practice in the effort to comply with accessibility mandates. Of course, leveraging design principles, such as using appropriate font size and contrast, can also help ensure that digital products don’t shut out some users.
Beware of Dark Patterns
UX designers often serve as user champions, working to put user needs first while also aiming to achieve client or employer objectives—like selling products or increasing subscribers. While you need to meet business expectations, it’s crucial to avoid dark patterns—design solutions that manipulate users into taking actions they otherwise wouldn’t take.
Creating the illusion of scarcity where none exists (“Only one left!”) and making it difficult to cancel a subscription are examples of dark patterns. They may appear to support the business model but, instead, these tactics often result in negative reviews (and the worst offenses can result in lawsuits). It’s a good idea to familiarize yourself with common dark patterns and how to eliminate them.
In addition to avoiding dark patterns, designers can cultivate product trust by taking other steps, such as creating a consistent look and feel across a brand’s channels and nudging users to secure their accounts.
Embrace Collaboration
UX experts work closely with members of other teams, including product managers, developers, and business analysts. Collaboration is not only a necessity, it often makes design stronger by incorporating multiple perspectives and generating numerous ideas. Advocating for design best practices and the user perspective requires effective communication and collaboration, so be sure to understand all team members’ roles and where they add value.
When communicating with business stakeholders, framing UX problems as business risks and compromising where appropriate can lead to solutions that benefit both organizations and users. And don’t neglect the client-designer relationship. Asking questions and considering clients’ motivations helps foster stronger relationships that can lead to better outcomes.
User Experience Goals
Companies that engage skilled UX designers can better understand users and optimize digital products based on stakeholder and end-user objectives. Great UX designers learn about users’ perspectives, determine what users want and need, and develop seamless journeys that will enable users to accomplish their goals. They base decisions on data and feedback, and iterate when a product isn’t meeting expectations—resulting in a design that feels intuitive, has clear calls to action, and strengthens a user’s relationship with a brand.
If you take one thing away from this UX guide, it should be that designers aim to make products easy and delightful to use. Customers will never sit back and notice a good user experience. Rather, they will smoothly navigate a product or service with no frustration—only satisfaction.
This article has recently undergone a comprehensive update to incorporate the latest and most accurate information. Comments below may predate these changes.
Further Reading on the Toptal Blog:
Understanding the basics
What does UX mean?
UX stands for user experience. The goal of UX design is to help users achieve their goals by making products intuitive and easy to navigate. Companies hire UX designers to support business objectives by designing products and services according to UX best practices.
What are UX guidelines?
UX guidelines include processes and best practices for creating user-friendly products. The design process involves conducting user research, understanding who users are, designing a product, and testing. At each stage of the process, UX designers empathize with the user and how they will navigate the product.
Why is UX challenging?
UX is challenging because designers need to understand users’ needs, goals, environments, and obstacles to foster positive experiences. Problems arise when products aren’t user-centered or when exploitive dark patterns alienate customers. UX design best practices help resolve design challenges.
Vancouver, BC, Canada
August 8, 2017
About the author
Stewart is a UX designer who specializes in prototyping and web-app design. He has worked with clients such as The Clorox Company, CBRE, and Altium, and developed an award-winning design and prototyping workflow for industries including healthcare, education, and e-commerce.
Expertise
Previous Role
Design and Marketing DirectorPREVIOUSLY AT